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fetchmail_attach_from_folder/README.rst
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fetchmail_attach_from_folder/README.rst
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.. image:: https://odoo-community.org/readme-banner-image
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:target: https://odoo-community.org/get-involved?utm_source=readme
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:alt: Odoo Community Association
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=======================
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Email gateway - folders
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=======================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/license-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fserver--tools-lightgray.png?logo=github
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:target: https://github.com/OCA/server-tools/tree/18.0/fetchmail_attach_from_folder
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:alt: OCA/server-tools
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/server-tools-18-0/server-tools-18-0-fetchmail_attach_from_folder
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/server-tools&target_branch=18.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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Adds the possibility to attach emails from a certain IMAP folder to
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objects, ie partners. Matching is done via several algorithms, ie email
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address, email address's domain or the original Odoo algorithm.
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This gives a simple possibility to archive emails in Odoo without a mail
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client integration.
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**Table of contents**
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.. contents::
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:local:
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Configuration
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=============
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In your fetchmail configuration, you'll find a new list field
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``Folders to monitor``. Add your folders here in IMAP notation (usually
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something like ``INBOX.your_folder_name.your_subfolder_name``), choose a
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model to attach mails to and a matching algorithm to use.
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Exact mailaddress
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-----------------
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Fill in a field to search for the email address in ``Field (model)``.
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For partners, this would be ``email``. Also fill in the header field
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from the email to look at in ``Field (email)``. If you want to match
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incoming mails from your customers, this would be ``from``. You can also
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list header fields, so to match partners receiving this email, you might
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fill in ``to,cc,bcc``.
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Domain of email addresses
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-------------------------
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Match the domain of the email address(es) found in ``Field (email)``.
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This would attach a mail to ``test1@example.com`` to a record with
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``Field (model)`` set to ``test2@example.com``. Given that this is a
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fuzzy match, you probably want to check ``Use 1st match``, because
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otherwise nothing happens if multiple possible matches are found.
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Odoo standard
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-------------
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This is stricly speaking no matching algorithm, but calls the model's
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standard action on new incoming mail, which is usually creating a new
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record.
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Usage
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=====
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A widespread configuration is to have a shared mailbox with several
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folders, i.e. one where users drop mails they want to attach to
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partners. Let this folder be called ``From partners``. Then create a
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folder configuration for your server with path ``"INBOX.From partners"``
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(note the quotes because of the space, this is server dependent). Choose
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model ``Partners``, set ``Field (model)`` to ``email`` and
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``Field (email)`` to ``from``. In ``Domain``, you could fill in
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``[('customer', '=', True)]`` to be sure to only match customer records.
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Now when your users drop mails into this folder, they will be fetched by
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Odoo and attached to the partner in question. After some testing, you
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might want to check ``Delete matches`` in your folder configuration so
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that this folder doesn't grow indefinitely.
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Another way to prevent having to process ever more messages from the
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folder to read is to automatically move all processed messages to an
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archive folder that can be specified.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/server-tools/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/server-tools/issues/new?body=module:%20fetchmail_attach_from_folder%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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-------
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* Therp BV
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Contributors
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------------
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- Holger Brunn hbrunn@therp.nl
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- Ronald Portier ronald@therp.nl
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- Alexandre Fayolle alexandre.fayolle@camptocamp.com
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Maintainers
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-----------
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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.. |maintainer-NL66278| image:: https://github.com/NL66278.png?size=40px
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:target: https://github.com/NL66278
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:alt: NL66278
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
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|maintainer-NL66278|
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This module is part of the `OCA/server-tools <https://github.com/OCA/server-tools/tree/18.0/fetchmail_attach_from_folder>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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